Custom Button with Assignments

TeamDesk allows adding special assignments to the custom buttons. Each assignment is the updating of a column value that is performed, when a custom button is clicked.

For example, you register customers’ orders. When an order is complete, the “Delivery Status” has to be changed to “Complete” and the current date/time should be fixed in the “DateTime Order Complete” field. Moreover, the “Complete” custom button has to be shown only for the records where the delivery status is not “Complete”.

The custom button and the assignments’ settings used in the above-mentioned example are displayed below:

Creating New Assignments

To add an Assignment:

Click the Setup link in the top right corner of the window.

Choose a necessary table and click a corresponding tab at the top of the window.

From the menu in the main frame select Rules > Custom Buttons.

Select the necessary Custom Button and click Edit.

Click the New in the Assignments section. The system will open the following form:

From

The From field comprises a value or a formula calculating a value that should be added or changed in a certain field after pressing the button.

To

The To property specifies a column where the value should be added or changed after pressing the button.